Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SMLNX (SCHRODER EMERGING MARKETS SMALL CAP FUND INVESTOR SHARES) NA 16.41% 7.17% NA NA NA NA
Data as of 12/27/2019, Common starting date is 09/01/2015
More Performance Analytics Comparison
Name Start Date End Date
SMLNX (SCHRODER EMERGING MARKETS SMALL CAP FUND INVESTOR SHARES) 09/01/2015 12/27/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 16.41 7.17 NA NA NA NA 12.42 -18.73 29.16 10.92 4.17
Sharpe Ratio NA 1.14 0.51 NA NA NA NA 1.01 -1.67 4.06 0.89 1.16
Standard Deviation(%) NA 10.96 10.30 NA NA NA NA 10.97 12.00 7.05 11.99 11.18
Draw Down(%) NA 7.82 26.05 NA NA NA NA 7.82 26.05 3.16 10.68 5.88
Yield(%) 0.00 4.27 9.06 6.87 3.44 2.29 1.72 1.95 4.67 19.88 4.77 0.00
Data as of 12/27/2019, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMLNX (SCHRODER EMERGING MARKETS SMALL CAP FUND INVESTOR SHARES) 3.90%
Aug 2016 – Aug 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMLNX (SCHRODER EMERGING MARKETS SMALL CAP FUND INVESTOR SHARES) 10.75%
Feb 2016 – Feb 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return